See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,443 | $58,828+62.2% | $77,999+22.4% | $62,891+51.8% |
| Participation rate | 74.1% | 71.1%+3.0pp | 75.5%-1.4pp | 69.3%+4.8pp |
| Annual return | 37.14% | 17.16%+20.0pp | 425.96%-388.8pp | 20.14%+17.0pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,415 | $2,686+101.6% | $3,497+54.8% | $3,203+69.1% |
| Admin fee / account holder | $28,565 | $4,393+550.2% | $5,480+421.2% | $4,296+565.0% |